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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,556 | $213,785-16.0% | $185,441-3.2% | $155,188+15.7% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 3.71% | 19.97%-16.3pp | 20.16%-16.5pp | 148.84%-145.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,878 | $6,864-58.1% | $6,152-53.2% | $6,531-55.9% |
| Admin fee / account holder | $2,841 | $21,134-86.6% | $17,890-84.1% | $14,480-80.4% |